I'm having an issue with CSIs on a gift membership program we just started. After setup and testing in the Test environment, everything was working as expected. This is set up to collect information on the gift membership pages through required fields, put that into a CSI and move the money to On Account so that can be used to apply the membership to the recipient account.
All changes were made to the live environment and we started promoting gift memberships. However, once we checked the On Account report and CSI report, there was a pretty obvious issue. There's quite a few entries on the On Account that match the amount for the gift memberships and were made within the last week, but no CSIs generated except one. There was a point where I realized that something was not set correctly in LTR_TNEW_CUSTOM_FORM_SAVE_DATA and we were aware that some of these would need follow up from this, but some of the transactions for people showing on the On Account report were also done after the one transaction that created the CSI, but are still not creating a CSI. This is what has me confused.
Would love at point in the right direction on where the issue could be!
Thank you!
Hello David! This is Iliana with Tessitura Network Support. We’re happy to assist you with this post. I can see from our records that you’ve also created a Support ticket where we’re working with you to find a resolution to this issue. We’ll post our findings from that ticket in this forum as well, but if you have any other questions or concerns in the meanwhile please let us know.
Best,
Iliana